Civic Intelligence

The Avy and Marcie Stein Foundation

990PF • Fiscal year 2023 • EIN 36-3993406

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

444 West Lake Street 4700Chicago, IL 60606

(312) 422-2406

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

90th percentile

70%

Faster asset growth than 90% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

209%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$21,131

Up $8,711 (+70%) from 2022

Net Assets

Up

$21,131

Up $8,711 (+70%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$186,887

Up $126,487 (+209%) from 2022

Expenses

Up

$107,083

Up $19,282 (+22%) from 2022

Net Income

Up

$79,804

Up $107,205 (+391%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2013: $1,359Liabilities 2013: $0Net Assets 2013: $1,3592013Assets 2014: $81,040Liabilities 2014: $0Net Assets 2014: $81,0402014Assets 2015: $64,258Liabilities 2015: $0Net Assets 2015: $64,2582015Assets 2016: $537,250Liabilities 2016: $0Net Assets 2016: $537,2502016Assets 2017: $219,582Liabilities 2017: $0Net Assets 2017: $219,5822017Assets 2018: $77,917Liabilities 2018: $0Net Assets 2018: $77,9172018Assets 2019: $51,150Liabilities 2019: $0Net Assets 2019: $51,1502019Assets 2020: $45,875Liabilities 2020: $0Net Assets 2020: $45,8752020Assets 2021: $54,624Liabilities 2021: $0Net Assets 2021: $54,6242021Assets 2022: $12,420Liabilities 2022: $0Net Assets 2022: $12,4202022Assets 2023: $21,131Liabilities 2023: $0Net Assets 2023: $21,1312023Assets 2024: $18,894Liabilities 2024: $0Net Assets 2024: $18,8942024

Highlighted filing

2023

Assets$21,131
Liabilities$0
Net Assets$21,131

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2013: $247,739Expenses 2013: $333,436Net Income 2013: -$85,6972013Revenue 2014: $436,067Expenses 2014: $356,386Net Income 2014: $79,6812014Revenue 2015: $205,369Expenses 2015: $222,151Net Income 2015: -$16,7822015Revenue 2016: $842,442Expenses 2016: $369,450Net Income 2016: $472,9922016Revenue 2017: $194Expenses 2017: $317,862Net Income 2017: -$317,6682017Revenue 2018: $87,998Expenses 2018: $229,663Net Income 2018: -$141,6652018Revenue 2019: $75,508Expenses 2019: $102,275Net Income 2019: -$26,7672019Revenue 2020: $111,307Expenses 2020: $116,582Net Income 2020: -$5,2752020Revenue 2021: $74,742Expenses 2021: $65,993Net Income 2021: $8,7492021Revenue 2022: $60,400Expenses 2022: $87,801Net Income 2022: -$27,4012022Revenue 2023: $186,887Expenses 2023: $107,083Net Income 2023: $79,8042023Revenue 2024: $230,878Expenses 2024: $119,048Net Income 2024: $111,8302024

Highlighted filing

2023

Revenue$186,887
Expenses$107,083
Net Income$79,804
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AVY STEINDirector-$0--
MARCIE STEINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Avy and Marcie Stein Foundation
EIN
36-3993406
Phone
3124222406
Address
444 WEST LAKE STREET 4700, CHICAGO, IL 60606

Signing Officer

Name
Avy Stein
Title
Director
Phone
3124222406
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Fgmk LLC
Address
2801 LAKESIDE DRIVE 3RD FLOOR, BANNOCKBURN, IL 60015
Preparer
Robert H Minshall
Phone
8473740400
Raw XML Appendix383 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NICKLAUS CHILDREN'S HEALTH CARE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RAVINIA WOMEN'S BOARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE CHICAGO COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FAMILY FOCUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ADMIRALS COVE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6BUILD INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0525 W MONROE STREET 1510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111770 US HWY 1 N 308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2418 SHERIDAN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt333 S STATE STREET SUITE 750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4910 W VAN BUREN ST STE 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5200 ADMIRALS COVE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt65100 W HARRISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NORTH PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HIGHLAND PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5JUPITER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060661
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133408
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd460607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533477
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd660644
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0102000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0176
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0176
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt085000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt065244
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0110073
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt098386
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0215890
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0215890
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0463076
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0104373
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt085000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt065244
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0110073
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt098386
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0104549
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0104373
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0678966
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0574593
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0AVY AND MARCIE STEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0179 COMMODORE DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0JUPITER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033477
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0115205
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt059212
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt129809
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt221101
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0226 SHARES VANGUARD MID CAP INDEX ADMIRAL
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1108 SHARES VANGUARD MID CAP INDEX ADMIRAL
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc282 SHARES VANGUARD MID CAP INDEX ADMIRAL
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-01-18
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12023-02-03
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22023-11-06
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt071093
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHARITABLE CONTRIBUTION NPV ADJUSTMENT
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/CategoryTxt0IL ANNUAL FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt015
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AVY STEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03124222406
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AVY AND MARCIE STEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AVYA
ReturnHeader/Filer/EIN0363993406
ReturnHeader/Filer/PhoneNum03124222406
ReturnHeader/Filer/USAddress/AddressLine1Txt0444 WEST LAKE STREET 4700
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362929601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FGMK LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02801 LAKESIDE DRIVE 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BANNOCKBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08473740400
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT H MINSHALL
ReturnHeader/ReturnTs02024-05-21T11:24:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AVY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEIN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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